Anic Equity¶
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Total return since start: 0.691 %¶
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Equity now: -----------------------------> 51653.85 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48454.79 Kr¶
PnL: ---------------------------------------> -632.78 Kr¶
DD now: ---------------------------------> -0.559 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 17:12:17.651644'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.740000 | 3364.200000 | 184.200000 | 5.790000 | 3180.000006 |
| HMS Networks | 2 | 4.010000 | 809.600000 | 136.600000 | 20.300000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.260000 | 3576.280000 | 122.280000 | 3.540000 | 3453.999992 |
| HEBA B | 70 | 1.830000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| SAAB B | 8 | 0.940000 | 3448.800000 | 71.800000 | 2.130000 | 3377.000000 |
| Swedbank A | 3 | 3.340000 | 621.300000 | 57.300000 | 10.160000 | 564.000000 |
| Fasadgruppen Group | 38 | 0.730000 | 4195.200000 | 54.200000 | 1.310000 | 4140.999992 |
| Resurs Holding | 22 | 1.220000 | 618.860000 | 44.860000 | 7.820000 | 573.999998 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.610000 | 393.600000 | 38.600000 | 10.870000 | 355.000000 |
| AcadeMedia | 12 | -0.320000 | 589.440000 | 32.440000 | 5.820000 | 557.000004 |
| Norva24 Group | 16 | -1.110000 | 569.600000 | 26.600000 | 4.900000 | 543.000000 |
| OEM International B | 7 | 1.290000 | 549.500000 | 21.500000 | 4.070000 | 527.999997 |
| Intrum | 4 | 1.630000 | 548.200000 | 21.200000 | 4.020000 | 527.000000 |
| Sampo Oyj SDB | 7 | 1.190000 | 3867.500000 | 17.500000 | 0.450000 | 3850.000000 |
| Midsona B | 63 | 4.050000 | 598.500000 | 15.500000 | 2.660000 | 582.999984 |
| Securitas B | 6 | 2.010000 | 583.560000 | 13.560000 | 2.380000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Coor Service Management Hold. | 8 | 1.200000 | 540.400000 | 8.400000 | 1.580000 | 532.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.470000 | 563.850000 | 1.850000 | 0.330000 | 562.000005 |
| Corem Property Group B | 59 | 2.670000 | 578.790000 | 1.790000 | 0.310000 | 576.999999 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Handelsbanken A | 5 | 0.460000 | 546.750000 | 0.750000 | 0.140000 | 546.000000 |
| Boozt | 12 | 1.400000 | 1653.600000 | -0.400000 | -0.020000 | 1653.999996 |
| CTEK | 13 | 0.940000 | 504.530000 | -29.470000 | -5.520000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.800000 | 558.000000 | -36.570000 | -6.150000 | 594.565215 |
| Essity B | 2 | -1.500000 | 537.200000 | -36.800000 | -6.410000 | 574.000000 |
| Vivesto | 1368 | -0.050000 | 560.610000 | -52.390000 | -8.550000 | 612.999432 |
| Essity A | 4 | -1.280000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.080000 | 2970.000000 | -114.000000 | -3.700000 | 3083.999994 |
| OX2 | 22 | 5.030000 | 1859.000000 | -130.000000 | -6.540000 | 1989.000002 |
| Axfood | 15 | -5.240000 | 3822.000000 | -478.000000 | -11.120000 | 4300.000005 |
| Ovzon | 64 | -3.010000 | 3296.000000 | -700.000000 | -17.520000 | 3996.000000 |
| TOTAL | 48454.790000 | -632.780000 | -0.55931% | 49087.564636 |
Updated:¶
'2023-02-01 17:12:30.705818'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
